Using Toolbar options

Use Time Track toolbar buttons to perform common tasks and procedures. Different button sets are available depending on the form you have accessed.


S.No.	Toolbar option	Description
1	Save Selections	Saves a set of the selection criteria.
2	Restore Selections	Reloads the last saved set of the selection criteria.
3	Authorize Exceptions	Authorizes all exceptions and validate the selected records. Select the record and click Reopen to clear the authorized status.
4	Gap Fill	Adds the Gap Fill task (defined in the Employee Type form) in any unassigned durations during the selected shift record.
5	Remove Gaps	Deletes the Gap Fill tasks that are generated for the selected shift record.
6	Generate Absence	Adds a full-shift default absence on the selected shift record.
7	Select All	Selects all the displayed records.
8	Deselect All	Deselects all the displayed records.
9	Approve	Approves the employee record. This is the first step of the two-step sign-off process. Approved records can be edited.
10	Process	Locks in the approved record. This is the second step of the two-step sign-off procedure. Processed records can be edited only if reopened.
11	Approve and Process	Approves and processes the record. Processed records can be edited, only if reopened.
12	Reopen	Saves the processed record to an open (edit) status or clears authorizations for the open record. Records that have already been payroll processed cannot be reopened. For kiosk users, this option reverses the approval, but does not reopen the record. Kiosk users cannot edit processed records.
13	Schedule Change	Configures temporary schedule changes. Employees clock in and clock out at different times from the scheduled shifts.
14	Shifts	Configures shift parameters, such as description, shift types, core hours, and shift premiums.
15	Planned Absence	Creates an absence status for a selected date or selected date range for each record.
16	Holiday Calendar	Displays scheduled holidays for the current facility.
17	Absence Calendar	Displays planned leaves for the selected employee for a tracking year.
18	ABS Summary Balance	Displays absence tracking activity and available balances for the selected employee for a tracking year.
19	Teams	Displays the information for the specified team that includes the current job and employees working in the team.
20	Transactions	Opens the Dashboard Transactions form, where you can clock in, clock out, start a job or task, report quantities completed, and record absences.
21	Payroll Summary	Opens the Payroll Summary form, where hourly records and perform administrative functions for a specified payroll schedule are displayed.
22	Employees	Opens the Employees form, where employee account information can be configured. Select an employee in the Hours Detail form to access the information.
23	Save	Saves the edited records
24	Delete	Deletes a record. Job records without reported quantities, indirect task records, and absence records can be deleted. Clock-in records, clock-out records, and jobs with reported quantities cannot be deleted.
25	Correct Errors (Hours Detail form)	Checks for excess clocked hours. Updates attendance transactions to scheduled punch times.
26	Dynamic Shifts	Use the duration between clock in and clock out to determine overtime calculations. Preferred with Weekly, Daily and Weekly and California OT methods.
27	Static Shifts	Use specified times of day to determine overtime. Preferred when using the Daily OT method
28	Clear Error Messages (Hours Detail form)	Clears error messages from the dashboard.
29	Calculate Premium (Payroll Details & Payroll Summary form)	Displays premiums next to each clocked-hours or absence-hours record that is eligible for a premium. Premiums are calculated automatically when payroll is processed, so this step is optional.
30	Payroll Process (Payroll Details &Payroll Summary form)	Locks records, calculates premiums, and updates status for all the selected records to Payroll Processed. This step is required to generate a payroll extract.
31	Hours Summary	Opens the Hour Summary form for the respective Payroll Summary form.
32	Hours Detail	Opens the Hours Detail form for the respective Payroll Detail form.
33	Payroll Details	Opens the Payroll Detail form for the respective Payroll Detail form.
34	Restore Payroll to Submitted	The user is given the privilege to revert payroll if the Restore Payroll to Submitted privilege on the Work Groups form is set to Yes. If the Allow Revert Processed Payroll checkbox is selected in the Site Parameter form, payroll can be reverted from the Processed status to the Submitted status and the icon is enabled in both the Payroll Summary and Payroll Detail forms.
35	TimeSheet Summary	Opens the Time Sheet Summary form for the respective Payroll Summary form.
36	Supervisor Time Off Request Disposition	Opens the Supervisor Time Off Request Disposition form for the detailed level and calendar level work group information sheet along with the supervisor's comments for the employee's request.
37	Incident Forgiveness	Sets the incident to Forgive status. This is only active when the Attendance Points System is in use.
38	Post To ERP	Posts the selected records to the selected ERPs.
39	TimeSheet Detail	Opens the Time Sheet Detail form for the respective Payroll Detail form.
40	Revert Complete	Clears the operation complete setting. Updates hours that are set to complete by the employee at the transaction point.
41	Machine Time Details	Displays the machine hour detail for an employee for a job operation from the Hours Detail form.
42	Get Favorite Job	Selects a job from the favorite job list.
43	Export (Payroll Summary and Payroll Details form)
44	Reopen Payroll (Payroll Summary and Detail forms)	Reopens an extracted record. This can be edited, saved, and extracted again.